ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 137 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $292 | +22.2% | 6,975 | -2.1% | 0.02% | +14.3% |
| Q3 2023 | $239 | -0.8% | 7,125 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $241 | -13.9% | 7,125 | -8.9% | 0.02% | -16.0% |
| Q1 2023 | $280 | -28.4% | 7,825 | -4.6% | 0.02% | -32.4% |
| Q4 2022 | $391 | -99.9% | 8,200 | 0.0% | 0.04% | -5.1% |
| Q3 2022 | $392,000 | -10.1% | 8,200 | -7.3% | 0.04% | 0.0% |
| Q2 2022 | $436,000 | -15.0% | 8,850 | 0.0% | 0.04% | +2.6% |
| Q1 2022 | $513,000 | +0.6% | 8,850 | +7.3% | 0.04% | +5.6% |
| Q4 2021 | $510,000 | +4.5% | 8,250 | +2.3% | 0.04% | -5.3% |
| Q3 2021 | $488,000 | +6.1% | 8,065 | +0.8% | 0.04% | +8.6% |
| Q2 2021 | $460,000 | +16.8% | 8,000 | +15.1% | 0.04% | +6.1% |
| Q1 2021 | $394,000 | +43.8% | 6,950 | +14.9% | 0.03% | +37.5% |
| Q4 2020 | $274,000 | +18.1% | 6,050 | -11.7% | 0.02% | 0.0% |
| Q2 2020 | $232,000 | -64.4% | 6,850 | -57.4% | 0.02% | -31.4% |
| Q1 2020 | $652,000 | +50.9% | 16,075 | +89.7% | 0.04% | -16.7% |
| Q4 2019 | $432,000 | -47.1% | 8,475 | -51.6% | 0.04% | -51.2% |
| Q3 2019 | $816,000 | -47.0% | 17,525 | -47.7% | 0.09% | -47.2% |
| Q2 2019 | $1,539,000 | -21.7% | 33,525 | -25.9% | 0.16% | -21.6% |
| Q1 2019 | $1,966,000 | -2.8% | 45,262 | -10.8% | 0.21% | -15.1% |
| Q4 2018 | $2,023,000 | – | 50,761 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 274,074 | $9,809,108 | 3.21% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 56,199 | $2,011,346 | 1.85% |
| Adams Wealth Management | 96,741 | $3,462,360 | 1.12% |
| Bell Bank | 222,881 | $7,976,911 | 0.84% |
| Aft, Forsyth & Sober, LLC | 40,000 | $1,431,600 | 0.72% |
| MARTIN & CO INC /TN/ | 70,338 | $2,517,406 | 0.65% |
| Endurance Wealth Management, Inc. | 111,031 | $3,974 | 0.56% |
| AUGUSTINE ASSET MANAGEMENT INC | 20,000 | $715,800 | 0.35% |
| Wealth Management Partners, LLC | 11,212 | $401,277 | 0.28% |
| Family Firm, Inc. | 25,907 | $927,204 | 0.26% |